$FOA

$10.46 -$0.31 (2.88%) Close

$FOA Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 8.9M shares outstanding

Who owns FOA?

By type of holder

Institutions 53.5% Insiders 0.0% Everyone else 46.5%

Concentration Top 10 holders own 175.0%

Libman Family Holdings, LLC 103.8% · Reza Jahangiri 16.6%

Institutional ownership

53.5%

+2.4 pts vs last qtr

Institutional holders

+5 vs last qtr

Net shares bought

+210.3K

by institutions in Q2 2026

New / sold out

19 / 14

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Brigade Capital Management, LP +123.5K
Corient IA LP +84.0K

Biggest sellers in Q2 2026

Millennium Management LLC SOLD OUT −49.7K
Two Sigma Investments, LP −44.1K

Who is planning to sell?

Notices of proposed sale, last 12 months

$2.62M

18 notices from 3 people

Shares covered

141.5K

1.59% of the company

Arranged in advance

100%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Prahm Jeremy Director 10b5-1 $2.35M
Sieffert Kristen N Officer 10b5-1 $186K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2022–FY2025

−85.7%

−47.70% a year

Each share's claim on the business

+599.0%

grew without buying or selling a share

Diluted shares, split-adjusted

How patient are the owners?

Institutional shares by how long they've been held

5+ years46% 3–5 years0% 1–3 years40% Under 1 year14%

Quarterly turnover

9.5%

of institutional shares changed hands

Top 10 managers, median time held

2 years

Super Investors

Investment managers reporting FOA on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
CL Cooperman Leon G	1.3M	14.43%	Unchanged	≤2021	1.0%
Shares held by quarter Peak holding1.3M (Q1'26) Change over 8 quarters+236.1K Share of the company14.430% Cooperman Leon G's full portfolio →
BP Beach Point Capital Management LP	927.8K	10.41%	Unchanged	2025	9.9%
Shares held by quarter Peak holding927.8K (Q1'26) Change over 8 quarters+927.8K Share of the company10.410% Beach Point Capital Management LP's full portfolio →

Cooperman Leon G

1.3M

% of company

14.43%

Change vs last qtr

Unchanged

Held since

≤2021

Beach Point Capital Management LP

927.8K

% of company

10.41%

Change vs last qtr

Unchanged

Held since

2025

28 more super investors behind a free account

See every manager holding Finance of America Companies Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting FOA on Form N-PORT; together they hold 12.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$5.76M	209.4K	2.35%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$3.79M	137.7K	1.54%	0.00%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$5.76M

% of company

2.35%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$3.79M

% of company

1.54%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Finance of America Companies Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
LF Libman Family Holdings, LLC 5%+ holder 13D · 50.5%	9.2M	103.76%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company103.760% Disclosed stake13D · 50.5% View the 13D/G filing →
RJ Reza Jahangiri 5%+ holder 13D · 9.5%	1.5M	16.62%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company16.620% Disclosed stake13D · 9.5% View the 13D/G filing →

Libman Family Holdings, LLC

5%+ holder13D · 50.5%

9.2M

% of company

103.76%

Change vs last qtr

—

Held since

—

Reza Jahangiri

5%+ holder13D · 9.5%

1.5M

% of company

16.62%

Change vs last qtr

—

Held since

—

1 more holders behind a free account

See every insider and 5%+ holder of Finance of America Companies Inc.

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